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Evoliz + Pipedrive

Evoliz + Pipedrive

Evoliz + Pipedrive integrations

Create Evoliz contacts from new deal matching filters in Pipedrive

Each time a Pipedrive deal reaches a new stage, a corresponding contact will be added to Evoliz automatically.

  1. When this happens...
    Deal Matching Filter
    Deal Matching Filter
    Deal Matching FilterTriggers when a deal newly matches a Pipedrive filter for the first time.
  2. automatically do this...
    Find Organization
    Find Organization
    Find OrganizationTriggers when a new organization is created.
  3. then do this...
    Create Client
    Create Client
    Create ClientCreates a Client
  4. then do this!
    Create Contact Client
    Create Contact Client
    Create Contact ClientCreates a Contact Client
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More things you can do with Pipedrive and Evoliz

Discover other triggers and actions you can use with Pipedrive and Evoliz

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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About Evoliz
Evoliz is an invoicing and management software designed for small businesses but also their accountants.
Related categories
pipedrive logo
About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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